Thread

AI needs $6T in annual revenue to justify data centre boom

222 points · 335 comments · Betelbuddy

Insanity · 1790710845 · focus · HN ↗
Zitron has been talking about this for some months now. The numbers fluctuate, I think $6T is the highest I've seen but low-end is about $1T that doesn't exist today.
His latest newsletter (from today) also talks about this: <a href="https://www.wheresyoured.at/dead-money/" rel="nofollow">https://www.wheresyoured.at/dead-money/
1. simianwords · 1790711120 · focus · HN ↗
  Knowing that Zitron wrote about this makes me think that 6T will actually be reached, given Zitron's abysmal track record.
  1. KronisLV · 1790711255 · focus · HN ↗
    > Zitron's abysmal track record
    <a href="https://danluu.com/zitron/" rel="nofollow">https://danluu.com/zitron/
    I kinda hope corpos with a bunch of money and plenty of normies adopt AI so developers don't get bled (as) dry, esp. given the recent OpenAI changes which I feel like Anthropic is soon to follow.
    Edit: explanation of the downvotes would be nice. Dan Luu made a fairly factual article there that explores some of Zitron's claims. And personally I don't see how it's bad to wish for wider adoption of AI so the big orgs get their fill of profit (since enough inference could help fund R&D better) and developers don't have to bear that burden.
    url00 · 1790716118 · focus · HN ↗
    Yeah the Dan Luu post was very convincing. People want to believe what Zitron's story is (which I do think there is some truth to) but the facts Zitron uses fail to support the story to the degree of the claims.

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